Marketing Agency Expense Tracker
Track ad spend, client reimbursable expenses, and team subscriptions across multiple clients and campaigns in Google Sheets.
Free for 7 days of transaction history. No credit card required.
The Multi-Client Expense Nightmare
Tracking what's billable vs overhead across 10+ clients
Ad Spend Chaos
Facebook Ads for Client A. Google Ads for Client B. LinkedIn campaigns for Client C. Which credit card? Which campaign? Is this reimbursable or included in retainer?
Reimbursable Expense Hell
Stock photos for Client D's campaign. Canva template for Client E. Domain renewal for Client F. You need to invoice these, but where's the receipt? Which card was it on?
Overhead vs Client Costs
SEMrush subscription—split across 3 clients. Slack workspace—agency overhead. Zapier—half client, half internal. Your bookkeeper needs clean categorization by Friday.
Track Every Agency Expense
From ad spend to team tools, automatically in Google Sheets
Client Ad Spend
- Paid social: Facebook Ads, Instagram Ads, TikTok Ads, LinkedIn Ads
- Search advertising: Google Ads, Microsoft Advertising, Amazon Ads
- Display & programmatic: Display campaigns, retargeting, native ads
- Influencer payments: Creator partnerships, sponsored posts
Client Reimbursable Expenses
- Creative assets: Stock photos, icons, fonts, video footage
- Domain & hosting: Client website domains, landing page hosting
- Software licenses: Client-specific tool subscriptions
- Contractor payments: Freelance writers, designers, videographers
Agency Tools & Software
- Marketing platforms: HubSpot, Mailchimp, ActiveCampaign
- Analytics & SEO: SEMrush, Ahrefs, Moz, Google Analytics 360
- Design & collaboration: Canva, Figma, Adobe Creative Cloud
- Project management: Asana, ClickUp, Monday.com, Slack
Agency Overhead
- Office expenses: Coworking space, utilities, internet
- Payroll & benefits: Team salaries, health insurance, retirement
- Professional development: Conferences, training, certifications
- Business services: Accounting, legal, insurance
How It Works
Connect once, track everything automatically
Connect All Agency Accounts
Link your agency bank account, business credit cards, and any client-specific cards via Plaid. SheetLink supports 10,000+ financial institutions.
Transactions Sync to Google Sheets
Every ad charge, subscription payment, and expense appears in your spreadsheet with merchant name, amount, date, and account. No manual CSV downloads.
Tag by Client & Category
Add columns for "Client Name", "Expense Type" (Ad Spend, Reimbursable, Overhead), "Campaign", or any custom tags your agency needs.
Run Recipes for Client Reports
Use SheetLink Recipes to instantly generate client-specific expense summaries, reimbursable cost reports, or agency overhead breakdowns. One click turns raw transactions into billable reports.
Professional Agency Bookkeeping Workflow
Streamline multi-client expense tracking for marketing agencies
The 5-Step Process:
- 1Agency connects all accounts via Plaid
Business bank account, corporate cards, and client-specific cards. Secure bank-level authorization.
- 2Transactions sync into a shared Google Sheet
All expenses across all accounts appear in one master spreadsheet. Real-time updates.
- 3Run SheetLink Recipes to auto-categorize
Generate expense summaries by client, separate reimbursable costs from overhead.
- 4Review and adjust client tags
Verify expense allocation, match to specific campaigns or retainers.
- 5Export reports for client billing
Generate invoices directly from the Sheet. No proprietary software lock-in.
Your Google Sheet becomes the system of record for agency expense tracking. You own the data. Clients can access their specific expenses. No exports, no lock-in, just clean multi-client bookkeeping in a spreadsheet.
Stop Hunting for Client Expenses
Track ad spend, reimbursable costs, and agency overhead across all clients automatically. Free for 7 days of history.
Install Free Chrome ExtensionOpen source. Independent. No VC funding.